This week, a statistical table of layoffs in photovoltaic enterprises made a lot of noise. Many leading enterprises have denied layoffs, but many insiders have disclosed to the media that the news is not groundless. Behind the rumors of
layoffs is the reflection of the current downturn in the photovoltaic industry. From Thursday to Friday this week (December 14-15), the 2023 Annual Conference of Photovoltaic Industry was held in Suqian, Jiangsu Province. Cao Renxian , Chairman of Sunshine Power Supply, Gao Jifan, Chairman of Trina Solar Energy , Zhong Baoshen, Chairman of Longji Green Energy, and many other photovoltaic leaders gathered together to talk about the current predicament and look forward to the future prospects. In terms of
industrial chain prices, the prices of silicon materials and wafers continued to decline this week, and some enterprises faced losses. The number of projects
this week has increased compared with last week. It is noteworthy that the silicon material leader announced the proposed 10 billion projects this week.
First, the hot spot list
of the week 1.2023 Photovoltaic Industry Annual Conference
"to comment on this year's hot words in the photovoltaic industry, one is" surplus ". The other is "price reduction", Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said in his report on the development status and trend of the photovoltaic industry at the annual meeting of the photovoltaic industry in 2023. For details, please click: Sunshine Power, also pointed out at the meeting that the dividends from the decline in prices in the industrial chain have not been effectively translated into project investment returns to a certain extent." For details, please click: 
on the main forum on the 15th, focusing on issues such as overcapacity, low-price competition, internationalization and future development direction." Trina Solar Chairman Gao Jifan, Longji Green Energy Chairman Zhong Baoshen and other big names expressed their views. For details, please click: Company has received the lawsuit documents served by the Mannheim District Court in Germany." In the indictment, Maxeon claimed a claim of 500,000 euros (about 3.9 million yuan) and assumed the cost of the plaintiff's lawsuit. The case has not yet gone to trial (details here: "), but the amount raised was reduced by nearly 2 billion yuan. According to industry analysis, Zhongrun can highlight the important reasons for the "tight encirclement". For details, please click : that among the leading component enterprises, Longji Green Energy, JinkoSolar and JA Technology did not appear on the list of this initiative.". According to its official website information, the maximum power of the three component products is concentrated in 600W +, which has not yet involved the 700 W + high-power component products of this initiative.
5.
In a short period of three months, Wuxi Suntech has experienced four chairmen. At present, Wufei of Jingyou Photovoltaic takes over the post of chairman of the company. According to media reports in the industry, the top management of Jingyou Photovoltaic Marketing Department has gradually taken over the marketing department of Suntech in Wuxi.
Second, the weekly price of silicon materials has fallen again
this week, reaching 7 consecutive falls. The highest decline reached 1. Single crystal dense material has dropped 74.93% compared with the highest price of 240100 yuan/ton at the beginning of the year, and the average price is approaching 60000 yuan/ton ; After the average price of monocrystalline cauliflower fell below the bottom line of 60000 yuan to 57200 yuan/ton last week, the average price of polysilicon cauliflower continued to fall this week, reaching 5.
The price of N-type silicon wafers is relatively supported by P-type silicon wafers. M10 silicon wafers fell the most, with the highest price falling by 4. Compared with 6.42 yuan/piece in April, M10 silicon wafers have fallen by 67. At present, P-type silicon wafers are facing losses, while N-type silicon wafers have a slight gross profit .On
the battery side, the transaction price of P-type M10 monocrystalline PERC battery dropped to 0.38 yuan/W, the transaction price of N-type M10 monocrystalline TOPCon battery remained at 0.48 yuan/W, and the N/P price difference widened to 0. At present, P-type battery can not cover the cost. At
the component end, The average transaction price of 182mm monocrystalline single-sided PERC modules is maintained at 1.
Weekly Project Inventory
This week (12.11-12.17) of projects exceeds 23 billion yuan .
It is worth noting that a 10 billion project , Daquan Energy Silicon-based New Materials Industrial Park, has emerged this week. The total investment of the project is 15 billion yuan , which is divided into two phases. The first phase is to construct a project with an annual output of 50,000 tons of polysilicon and supporting 150,000 tons of industrial silicon and 1.2 million round silicon cores; the second phase is to construct a project with an annual output of 50,000 tons of polysilicon and supporting 150,000 tons of industrial silicon and 1 million round silicon cores.
In addition, Jingshan Light Machine announced this week that it would postpone the scheduled availability date of the " core equipment research and development project for the preparation of heterojunction and perovskite tandem batteries" to June 30, 2024.
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